Southern Co
SO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Southern Co as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,737
- +113 vs. Q3 2022
- Shares held
- 687.7M
- +11.8M (+1.7%) vs. Q3 2022
- Total value
- $49.1B
- +$3.12B (+6.8%) vs. Q3 2022
- New holders
- 208
- 734 more added
- Sold out
- 95
- 513 more reduced
37 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,371 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Burleson & Company, LLC | 2,373 | $169.5K | 0.04% | +153+6.9% | Added |
| Carolinas Wealth Consulting LLC | 49,363 | $166.2K | 0.04% | +96+0.2% | Added |
| Rock Creek Group, LP | 2,327 | $166.2K | 0.02% | −565−19.5% | Reduced |
| Deseret Mutual Benefit Administrators | 2,319 | $165.6K | 0.07% | −1,942−45.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,309 | $164.9K | 0.09% | +4+0.2% | Added |
| Thompson Siegel & Walmsley LLC | 2,283 | $163.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,266 | $161.8K | 0.09% | −731−24.4% | Reduced |
| Chelsea Counsel Co | 2,255 | $161.0K | 0.08% | +2,255 | New |
| DuPont Capital Management Corp | 2,249 | $160.6K | 0.01% | −3,363−59.9% | Reduced |
| Quent Capital, LLC | 2,220 | $158.5K | 0.03% | +596+36.7% | Added |
| PrairieView Partners, LLC | 2,226 | $158.0K | 0.02% | 00.0% | Unchanged |
| Interactive Financial Advisors | 2,208 | $157.7K | 0.09% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,192 | $156.5K | 0.03% | +6+0.3% | Added |
| Heritage Wealth Management, LLC | 2,174 | $155.2K | 0.02% | +1,129+108.0% | Added |
| Versant Capital Management, Inc | 2,160 | $154.2K | 0.06% | −11−0.5% | Reduced |
| Lindbrook Capital, LLC | 2,149 | $153.5K | 0.02% | −473−18.0% | Reduced |
| Retirement Financial Solutions, LLC | 2,133 | $152.3K | 0.13% | +2,133 | New |
| BerganKDV Wealth Management, LLC | 2,121 | $151.4K | 0.02% | +131+6.6% | Added |
| Parkside Financial Bank & Trust | 2,117 | $151.2K | 0.04% | +577+37.5% | Added |
| DT Investment Partners, LLC | 2,080 | $148.5K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 2,071 | $147.9K | 0.03% | −4,345−67.7% | Reduced |
| Avion Wealth | 2,162 | $147.0K | 0.05% | 00.0% | Unchanged |
| St Germain D J Co Inc | 7,077 | $146.0K | 0.05% | +1,595+29.1% | Added |
| Clear Investment Research, LLC | 2,043 | $146.0K | 0.28% | −47−2.2% | Reduced |
| Bank of New Hampshire | 2,030 | $145.0K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,960 | $141.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,953 | $139.5K | 0.02% | +400+25.8% | Added |
| MBM Wealth Consultants, LLC | 1,915 | $138.0K | 0.07% | +469+32.4% | Added |
| Riverview Trust Co | 1,867 | $133.0K | 0.13% | +1,066+133.1% | Added |
| Manchester Capital Management LLC | 1,861 | $132.9K | 0.02% | +146+8.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,811 | $129.3K | 0.06% | +18+1.0% | Added |
| WFA Asset Management Corp | 1,805 | $128.9K | 0.08% | +276+18.1% | Added |
| Legacy Bridge, LLC | 1,776 | $126.8K | 0.09% | +56+3.3% | Added |
| Silvant Capital Management LLC | 1,727 | $123.3K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 1,722 | $123.0K | 0.04% | −1,000−36.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,722 | $123.0K | 0.03% | 00.0% | Unchanged |
| Phocas Financial Corp. | 1,720 | $122.8K | 0.02% | +1,720 | New |
| Bogart Wealth, LLC | 1,713 | $122.3K | 0.01% | −28−1.6% | Reduced |
| Pinebridge Investments, L.P. | 1,701 | $121.5K | 0.00% | +105+6.6% | Added |
| Northwest Investment Counselors, LLC | 1,700 | $121.4K | 0.04% | −50−2.9% | Reduced |
| Vigilant Capital Management, LLC | 1,700 | $121.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,660 | $118.5K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,631 | $116.5K | 0.02% | −775−32.2% | Reduced |
| CVA Family Office, LLC | 1,630 | $116.4K | 0.03% | −585−26.4% | Reduced |
| Providence Capital Advisors, LLC | 1,555 | $111.0K | 0.03% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,553 | $110.9K | 0.08% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,549 | $110.6K | 0.06% | −489−24.0% | Reduced |
| Wellington Shields Capital Management, LLC | 1,545 | $110.4K | 0.01% | +1+0.1% | Added |
| Princeton Global Asset Management LLC | 1,547 | $110.0K | 0.04% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,500 | $107.1K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,459 | $104.2K | 0.04% | 00.0% | Unchanged |
| NVWM, LLC | 1,447 | $103.3K | 0.04% | −48−3.2% | Reduced |
| Rise Advisors, LLC | 1,440 | $102.9K | 0.08% | +428+42.3% | Added |
| Proffitt & Goodson Inc | 1,429 | $102.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,425 | $101.8K | 0.01% | +200+16.3% | Added |
| Freedom Wealth Alliance, LLC | 1,409 | $100.6K | 0.14% | +1,409 | New |
| JFS Wealth Advisors, LLC | 1,392 | $99.4K | 0.01% | −265−16.0% | Reduced |
| Clearview Wealth Advisors LLC | 1,379 | $98.5K | 0.08% | −22−1.6% | Reduced |
| Accel Wealth Management | 1,378 | $98.4K | 0.05% | −96−6.5% | Reduced |
| MV Capital Management, Inc. | 1,352 | $96.5K | 0.01% | +122+9.9% | Added |
| M&R Capital Management Inc | 1,350 | $96.4K | 0.03% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,329 | $94.9K | 0.07% | +1,329 | New |
| MinichMacGregor Wealth Management, LLC | 1,286 | $91.8K | 0.03% | +1,286 | New |
| Bellevue Asset Management, LLC | 1,287 | $91.3K | 0.07% | +2+0.2% | Added |
| Knights of Columbus Asset Advisors LLC | 1,200 | $85.7K | 0.01% | +1,200 | New |
| Farther Finance Advisors, LLC | 1,195 | $85.3K | 0.03% | +1,195 | New |
| Fortis Capital Advisors, LLC | 1,172 | $83.7K | 0.05% | +1,172 | New |
| Cyrus J. Lawrence, LLC | 1,167 | $83.0K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,143 | $82.0K | 0.07% | +200+21.2% | Added |
| General Partner, Inc. | 1,130 | $80.7K | 0.07% | +1,130 | New |
| Clear Street Markets LLC | 1,101 | $79.0K | 0.02% | −5,768−84.0% | Reduced |
| GHP Investment Advisors, Inc. | 1,102 | $78.7K | 0.01% | −293−21.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,100 | $78.6K | 0.01% | +1,100 | New |
| Trust Co | 1,093 | $78.0K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,083 | $77.3K | 0.03% | +1,083 | New |
| Coppell Advisory Solutions Corp. | 1,083 | $77.3K | 0.03% | +1,083 | New |
| Boyd Watterson Asset Management LLC | 1,075 | $76.8K | 0.03% | +1,075 | New |
| Addison Advisors LLC | 1,049 | $74.9K | 0.04% | −400−27.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,043 | $74.5K | 0.03% | +1,043 | New |
| Richard W. Paul & Associates, LLC | 1,039 | $74.2K | 0.04% | +1,039 | New |
| American National Bank | 1,035 | $74.0K | 0.02% | +10+1.0% | Added |
| Slocum, Gordon & Co LLP | 1,035 | $73.9K | 0.05% | +1,035 | New |
| Cornerstone Planning Group LLC | 1,051 | $69.9K | 0.03% | +1,051 | New |
| SRS Capital Advisors, Inc. | 978 | $69.8K | 0.01% | +6+0.6% | Added |
| Alpha Paradigm Partners, LLC | 967 | $69.0K | 0.03% | −614−38.8% | Reduced |
| West Branch Capital LLC | 942 | $67.3K | 0.04% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 914 | $65.0K | 0.05% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 938 | $63.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 877 | $62.6K | 0.02% | +877 | Added |
| Tyler-Stone Wealth Management | 864 | $62.0K | 0.04% | 00.0% | Unchanged |
| Lee Financial Co | 868 | $62.0K | 0.01% | −99−10.2% | Reduced |
| McIlrath & Eck, LLC | 863 | $61.6K | 0.02% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 861 | $61.5K | 0.02% | +861 | New |
| Atticus Wealth Management, LLC | 842 | $60.1K | 0.02% | 00.0% | Unchanged |
| Seldon Capital LP | 820 | $58.6K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 807 | $57.6K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 772 | $55.1K | 0.01% | −1−0.1% | Reduced |
| Antonetti Capital Management LLC | 760 | $54.3K | 0.07% | 00.0% | Unchanged |
| Red Tortoise LLC | 754 | $53.8K | 0.04% | +754 | New |
| Compass Wealth Management LLC | 750 | $53.6K | 0.02% | +750 | New |